KFS
XSD icon

Kaizen Financial Strategies’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Kaizen Financial Strategies’s Portfolio XSD Stock Details XSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
2,040
-70
-3% -$36.7K 0.4% 45
2026
Q1 		$853K Buy
2,110
+100
+5% +$34.5K 0.36% 50
2025
Q4 		$646K Hold
2,010
– – 0.29% 59
2025
Q3 		$668K Buy
2,010
+10
+0.5% +$2.83K 0.3% 61
2025
Q2 		$513K Sell
2,000
-75
-4% -$16.1K 0.26% 71
2025
Q1 		$417K Buy
2,075
+950
+84% +$226K 0.24% 77
2024
Q4 		$280K Hold
1,125
– – 0.16% 103
2024
Q3 		$270K Hold
1,125
– – 0.16% 106
2024
Q2 		$261K Buy
1,125
+250
+29% +$58.8K 0.16% 99
2024
Q1 		$203K Buy
+875
New +$193K 0.14% 120

Other funds holding XSD

MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Kaizen Financial Strategies's XSD Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its State Street SPDR S&P Semiconductor ETF (XSD) stake by 3.3% in Q2 2026, selling an estimated $36.7K and leaving 2,040 shares worth $1.22M. The position accounts for 0.4% of the portfolio, ranked #45.

Kaizen Financial Strategies first reported a position in XSD in Q1 2024 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold XSD as of Q2 2026.

  • Kaizen Financial Strategies held 2,040 shares of State Street SPDR S&P Semiconductor ETF worth $1.22M as of Q2 2026.
  • Kaizen Financial Strategies sold 70 State Street SPDR S&P Semiconductor ETF shares in Q2 2026, an estimated $36.7K.
  • State Street SPDR S&P Semiconductor ETF made up 0.4% of Kaizen Financial Strategies's portfolio in Q2 2026, its #45 holding.
  • Kaizen Financial Strategies first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
  • 127 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.